It's Fleckenstein - e not i
he used to rant on silicon investor 25 years ago - he hates semiconductors - doesn't understand the economics of Moore's law....
his Seattle based hedge fund went broke - now he's staging a comeback?
Glad to see you are refering to "Fleck" - that's music in my ears
joke from yesterday
sagt der hollaendische Spieler zum Deutschen ; morgen spielen wir gegen Argentienien
Antworted Der Deutche Spieler ; komisch wir spielen am Sonntag auch gegen Argentienien
$3 billion is a joke - in particular over 5 years.
A stupid article with an even more stupid conclusion.
what's worse the R&D does not cover the manufacturing apect at all....
Intel spent more on ASML (litho) alone but that's too complicated for nuff...
man has his limits
ARMONK, NY - 10 Dec 2007: IBM (NYSE: IBM) and its joint development partners -- AMD, Chartered Semiconductor Manufacturing Ltd., Freescale, Infineon, and Samsung -- today announced an innovative approach to speed the implementation of a breakthrough material known as "high-k/metal gate" in next generation 32 nanometer (32nm) computer chips.
This new approach, an industry first based on what engineers call a “high-k gate-first” process, is designed to provide a simpler, less time consuming way for clients to migrate to high-k metal gate technology in order to secure benefits that include improved performance and reduced power consumption. Chips using the new technique will support a range of applications - from low power computer microchips targeted at wireless and other consumer-oriented devices to high performance microprocessors for games and enterprise computing. This new approach to implementing high-k/metal gate will be available to IBM alliance members and their clients in the second half of 2009. **
“The key is the partnership aspect – running a semiconductor company is getting tougher,” said Mr. Adams. “We need partnerships. Semiconductor companies need equipment companies more than ever.”
IDM has clear advantage -
the foundry model needs to involve customers, its fab operations as well equipment suppliers
how to read a chart, teaching ppl about a useful day trading system that works
you are a prime example of a chart monkey - Micron stock is proxy of DRAM pricing and that's actually pretty transparent - ever heard the term "contract pricing" - you're getting your own head handed on a plate,,,keep it up
Did you see that?
there was even a black man playing in the German soccer ball team - and perhaps even a muslim....
Listen WASP - your days are numbered ...
Good article from Motely pointing out that the message from Samsung is the worst case for Intel
Maybe samsung should exit the foundery business....LOL
where are the ARM servers ?
QCOM now in talks with SMIC for 28nm -
TSMC, Samsung, GF and SMIC all fighting for the piece of ARM trying to undercut each other - and they will continue to spend on capex - everything is going my way and I am extremely happy with my Intel investment chunk...shorts always loose in the long run
Waldo can "pump" as much as he wants - opposite to you he does contribute content -
you are just plein dumb when it comes to semiconductors - doof wie Stulle
SEMI Forecasts Back-to-Back Years of Double-Digit Growth in Chip Equipment Spending
Posted on July 7, 2014 by sdavis
SEMI projects back-to-back years of double-digit growth in worldwide semiconductor equipment sales according to the mid-year edition of the SEMI Capital Equipment Forecast, released here today at the annual SEMICON West exposition. The SEMI outlook calls for the total semiconductor equipment market to grow 20.8 percent in 2014 to reach $38.4 billion and to expand another 10.8 percent in 2015 to exceed $42.6 billion.
high end (TSV) or custom made SoC's meeting specific requirements
shorts based on TA and little knowledge will continue to face the meat grinder.....data is exploding...and Intel did the right thing ..servers
At The ConFab last week, Dr. Gary Patton....
said that although there seems to be a fair amount of doom and gloom that scaling is ending and Moore’s Law is over, he is very positive. “There are three huge fundamental shifts that are going to drive our industry forward, will drive revenue growth and will force us to keep innovating to enable new opportunities,” he said.
The first fundamental shift is the explosion of applications in the consumer and mobile space. Patton noted examples such as cars that can drive themselves and can detect people and bicyclists and avoid them, smart phones for as little as $25, wearable devices that not only tell you what you’re doing but how you’re doing, and 4K television. “That is an incredible TV system, but it’s going to demand a lot of bandwidth; twice the bandwidth that’s out there today. If you turn on your 4K system, your neighbors are going to start to notice it when they try to access the internet,” he said.
Patton said that it’s estimated that today there are about 12.5 billion devices connected to the internet. That’s expected to grow to $30 billion by 2020. This represents the second fundamental shift commonly known as Big Data. “All these interconnected devices are shoving tremendous amount of data up into the cloud at the rate of 1.5 Exabytes (1018) bytes of data per month,” Patton said. “And that’s grown by about an order of magnitude in just the last 13 years. The estimate is that in the next 4 years, it’s going to go up another order of magnitude. It’s accelerating.”
The third fundamental shift is with all this data going up into the cloud, the data is almost all unstructured data, such as video and audio. “It’s related data but disconnected. How do we take that data and do something with it? That brings us to analytics and cognitive computing. We have really just started
My short strategy worked but nobody came to the party -
I wonder why ?
(particularly if one believes Intel’s presentations about forthcoming transistor scaling).
I give Rasgon tremendous credit for being up front enough to admit that his strategy simply did not work.
credit - sorry not at all
You should read A.E.'s last "piece" on TSMC -
After taking UTEK around to meet investors in the Mid West, Davidson then slammed the stock telling investors there will be further delays in FinFET ramp.
memory interface via 3D - the biggest knob to improve overall "system" performance
Qualcomm: Scaling down is not cost-economic anymore – so we are looking at true monolithic 3D -
it's not cost-economic for the foundry eco system - but it still is for Intel
“I don’t think there will be enough volume for 7nm and below to make it a good ROI,” he continued.
hallo - does anybody understand what's going on?
yeah intel stock is up = so what?